Best professionals offering financial planner services in Noida

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Kanika Sharma
USD$ 30 per hour

Kanika Sharma

Assistant Manager- Financial Planning and Analysis

Accounting / Finance

Experienced and self-motivated, highly skilled finance professional with 3 years of experience. Expertise in financial analysis, modeling, and investm ...

Noida, Gautam Buddha Nagar
Financial planner + 2
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Financial planner in Noida

Financial Planning in Noida, Gautam Buddha Nagar

Description

Financial planning is a professional service that involves analyzing an individual's or organization's financial situation and creating a plan to achieve their financial goals.

To become a financial planner, one typically needs a bachelor's degree in finance, accounting, or a related field, and may also require certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

Recommended Accreditations and Certifications

The following accreditations and certifications are highly recommended for financial planners:

- Certified Financial Planner (CFP)

- Chartered Financial Analyst (CFA)

- Chartered Financial Consultant (ChFC)

Choosing the Best Service Provider

When choosing a financial planner, consider the following factors:

- Experience and qualifications

- Fees and services offered

- Reputation and reviews

Questions to Ask a Financial Planner

  • What experience do you have in financial planning?
  • What services do you offer, and what are your fees?
  • Can you provide references or testimonials from previous clients?
  • How will you help me achieve my financial goals?
  • What is your approach to financial planning, and how will you work with me?

Useful References

The following resources may be helpful for learning more about financial planning:

- National Association of Personal Financial Advisors (NAPFA)

- Financial Planning Association (FPA)

Average Prices for Financial Planning Services in Noida, Gautam Buddha Nagar

The average hourly fee for financial planning services in Noida, Gautam Buddha Nagar is between ₹500 and ₹2,000 per hour.

The average daily fee for financial planning services in Noida, Gautam Buddha Nagar is between ₹5,000 and ₹20,000 per day.

The average monthly fee for financial planning services in Noida, Gautam Buddha Nagar is between ₹50,000 and ₹200,000 per month.

Requesting a Quote

To request a quote for financial planning services, you can contact a financial planner directly and provide them with information about your financial situation and goals. They will then provide you with a quote for their services and discuss how they can help you achieve your financial goals.

Fees for Financial Planning freelancers

The average daily fee for the experienced freelancers is ₹10,000.

The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Planning in New Delhi is ₹12,000 while in Mumbai is ₹15,000 or in Bengaluru is ₹18,000.


financial planner jobs near Noida

  • planner head

    1 week ago

    TOXMO ELECTRIC MOTORS PVT Delhi, Delhi

    +Job summaryEnd-to-end planning of sales targets, stock movement, dispatch flow, team coordination and performance tracking to ensure smooth company operations and goal achievement.+Responsibilities+Sales & Target PlanningStock & Inventory Planning · Order & Dispatch Planning · ...

  • Media Planner

    1 month ago

    MINDTEL GLOBAL Noida, Uttar Pradesh

    We are hiring an on-site Media Planner to join a fast-paced agency team focused on building high-impact media strategies and delivering performance across digital and traditional channels. · ...

  • Planyourworld Training Academy New Delhi

    Job summary · We are looking for a strategic and analytical Marketing Planner to design, plan, manage integrated marketing strategies for our financial training programs. · Key Responsibilities · Develop and execute marketing plans and campaign calendars for training programs cou ...